Qualys CEO on SaaS and Cloud Computing

Philippe Courtot, CEO of Qualys, recently penned a nice piece on SaaS and cloud computing for IT Advisor, the official journal of the UK’s National Computing Centre. IT Advisor is not widely distributed in the States, so I thought I’d give it a mention here.

Is IT Spending Ready to Bounce?

At the Dow Jones PEA Conference a couple weeks ago, Jim Breyer gave an interview in which he questioned the short-term optimism that has swept up many observers of the current economic recovery. But Jim also noted that, over the longer term, pent up demand will lead to a surge in IT infrastructure spending, as corporate IT budgets loosen again. Jim felt that this surge, starting perhaps as soon as next year, will be particularly good for those mid-stage venture-backed companies positioned to take advantage of it.

My sense of what’s happening with our own portfolio companies suggests a similar perspective.